Receive Life Income with a Sweetser Gift Annuity

What is a Sweetser Gift Annuity?It is a contract between you and Sweetser in which assets are transferred to Sweetser in return for guaranteed regular payments for one life or two. Annuities offer attractive rates and are determined by your age. The older you are, the higher your pay-out rate is.

How does a Charitable Gift Annuity benefit Sweetser?Your annuity gift works for you during your lifetime. Upon your death, these assets will support Sweetser services.

How does a Sweetser Annuity help you?In addition to providing support to Sweetser, you receive a generous income for life (see chart). A significant portion of income is tax free PLUS you receive an immediate tax deduction in the year your gift is made. Gifts funded with appreciated securities can save significantly on capital gains taxes as well.

How can you participate?Contact Development, Director, Todd Henry at 207.294.4484. The minimum annuity contract Sweetser offers is $5,000. With stock market volatility and savings rates so low, NOW is a great time to consider a gift annuity.

Benefits of a $10,000 Charitable Gift Annuity

Age

Annuity Rate

Annuity Payment

Tax Free Income

Taxable Income

Charitable Deduction

65

5.3%

530

342

188

3,063

70

5.7%

570

389

180

3,814

75

6.3%

630

450

180

4,416

80

7.1%

710

530

180

5,023

85

8.1%

810

640

170

5,647

90

9.5%

950

777

173

6,194

*This illustration assumes an IRS discount rate of 3.2%.

To receive an illustration or more information about Sweetser’s Gift Annuity program, please contact:

What Our Clients Are Saying

August 4, 2009 Hi Mr. Eves, I want to take a second to tell you how happy I am to be working with such an intelligent, empathetic and talented individual; Christine May of Sweetser (Hi-Fi facilitator). She is currently working with a family in York that has an extremely challenging and complex...